Since the United States began to revise its chip rules, many mainland Chinese companies have been included in the so-called entity list. Affected by this, the relevant Chinese companies will be subject to some restrictions in the supply chain. For example, supplies from US compan

Since the United States began to revise its chip regulations, many mainland Chinese companies have been included in the so-called entity list. Affected by this, relevant Chinese companies will be subject to some restrictions in the supply chain.

For example, the supply from US companies will be stopped, but other situations will also occur. A typical example is OFILM .

After OFILM was included in the list by the United States, Apple immediately kicked OFILM out of the supply chain, which was a huge blow to OFILM.

lost 90% of its profits, and eventually had to sell off equipment and factories to reduce losses.

OFILM has always mainly supplied Apple, so the corresponding equipment products are also customized for Apple. Once Apple does not want it, it will be difficult to adapt to other customers.

Moreover, Apple has always been a big customer of OFILM. Even if it can expand its customers, it is not a problem that can be solved in the short term. But fortunately, OFILM has gradually "come out" from the haze of being kicked out of the supply chain by Apple.

Recently, the United States suddenly announced that it had lifted the ban on OFILM and removed OFILM from the entity list. This seems to be good news, but does it mean that OFILM's strength is no longer what it used to be?

Obviously, after being kicked out of the supply chain by Apple, OFILM can be said to be in a state of decline. But now we see that more Chinese companies are flocking to Apple, with the implication being "let me in."

According to media reports, BOE is working hard to complete the development of LTPO OLED displays required by Apple in 2022. In addition, companies such as CSOT and Visionox are also actively developing Apple. sample delivery.

In terms of the display supply required by Apple, Samsung and LGD are the main suppliers. Generally speaking, Samsung takes about 67% of the share and LGD takes about 28% of the share.

However, our three major domestic display screen manufacturers are fiercely fighting for the remaining 5% share. They all sent their own samples, hoping to be recognized by Apple.

People’s Daily previously advised domestic manufacturers not to suffer from the “ apple disease ”. OFILM we mentioned above is just a typical case. In fact, as many as 34 Chinese companies have been kicked out of the supply chain by Apple before. Subsequent operations have suffered a big blow.

But this is not the most serious consequence, because after all, the company can continue to survive if it is kicked out of Apple's supply chain.

previously supplied GTAT with sapphire glass for Apple. The consequences were considered the most serious. Originally, GTAT was a listed company with good performance.

However, in order to get orders for Apple’s sapphire glass, Apple was promised to invest heavily in research and development and supply it exclusively. However, in the final stage, Apple did not want it.

eventually caused GTAT's market value to evaporate by 92%, and the company went bankrupt.

Taking history as a lesson, we can look back at the fact that Chinese companies are now flocking to Apple, which will undoubtedly intensify competition with each other. Needless to say, the investment in research and development funds may lead to such results.

That is, Apple will use various suppliers to restrict each other and lower quotations. Even when necessary, the old trick will repeat itself. I don’t need your products anymore.

That’s why we say that the People’s Daily persuaded them in vain, because even in the field of display screens, similar cases have not happened before.

For example, JDI, which has been supplying displays to Apple before, is no longer available.

is therefore able to become Apple's supplier, which has huge benefits but also huge risks. There is no need to get together and grab it. In the face of huge benefits, you still need to maintain a clear mind, otherwise the consequences may be unbearable. There have been too many such cases , we can no longer make the same mistakes again.

The key to maintaining a company's market competitiveness is not to obtain a huge order from a single customer, but to maintain its own core technology and let the other party offer an olive branch.

For example, Apple does not dare to say no to Samsung when it comes to LTPO OLED displays; when it comes to chip manufacturing, Apple does not dare to say no to TSMC.

Therefore, we are reminded that Chinese companies should not be fooled like GTAT.

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